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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SummitEmber +more
- Established Date
- 04-13-2000
- Office Locations
- 1
Office Locations
About JDH Wealth Management, LLC
JDH Wealth is a fee-based RIA in Santa Rosa, CA serving personal and business needs with retirement planning, tax & estate coordination, insurance, 401(k) plans, charitable giving, and business planning. Portfolios span public funds/ETFs alongside U.S. agency and municipal bonds. Strategic partners include Charles Schwab and Fidelity. Minimum engagement is $12,500/year or $1M investable; Managing Partner Matthew Delaney authored “Your Retirement Bodyguard”.
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Owner & Executives
MATTHEW JAMES DELANEY
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4691572
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,918,850 | $1,262,548 |
| Non-Discretionary | $0 | -- |
| Total | $494,918,850 | $1,262,548 |
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Separately Managed Accounts
Total SMA Asset: $494,918,850
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $767,323,998 | 22.6% |
| U.S. Government/Agency | $478,728,689 | 14.1% |
| Municipal Bonds | $288,595,309 | 8.5% |
| Cash | $417,614,388 | 12.3% |
| Equity - Exchange | $339,523,893 | 10.0% |
| Equity - OTC | $275,014,353 | 8.1% |
| Other | $234,271,486 | 6.9% |
| Private Funds | $594,166,813 | 17.5% |
| Total | $3,395,238,929 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE BEACON MATRIX | OAK ELEMENT | 02EN75HWS | YZQYO | 1.23% | $66,764,003 |
| ZENITH QUANTUM HORIZON | CAPITAL ELEMENT | UNZYASRLC | SZCP | 9.27% | $56,057,430 |
| BEACON ZENITH | UNISON PIONEER | ATR3ZQVKU | ZOQNU | 6.41% | $115,225,155 |
| WAVE PIONEER | UNISON VALUE | G4JMZ8NLM | LBQ | 4.25% | $48,515,515 |
| INSIGHT FRONTIER OAK | MOMENTUM DELTA | 1Z9MSPUSU | SDG | 5.32% | $75,107,565 |
| LEGACY OPTIMA | DELTA ATLAS | YOWBP9R8D | YBXTP | 8.30% | $58,272,304 |
| RADIAL HARBOR HORIZON | MERIDIAN PATHWAY | 6SY7NL93M | URWQX | 0.93% | $72,827,065 |
| VECTOR PATHWAY | ZENITH CATALYST | AQ4QZBCL9 | RBN | 4.93% | $117,581,035 |